Sometimes, the connection between Link My Books and your accounting software (Xero or QuickBooks) might drop. This can happen for various reasons, such as a password change, an expired token, or a system update. When this occurs, you'll need to re-establish the connection to ensure your settlement data continues to sync smoothly.
Here's how to quickly reconnect your account:
Reconnecting Your Accounting Software
Go to Account Settings: First, log in to your Link My Books account. Then, navigate to Settings > Account Settings in the main menu.
Identify Disconnected Status: On the 'Account Settings' page, you'll see a section for your connected bookkeeping account. If the connection has dropped, you'll clearly see "Disconnected" displayed next to your Xero or QuickBooks account name.
Initiate Reconnection: Next, locate the 'Action' dropdown menu next to the "Disconnected" status. Click on this dropdown.
Click 'Reconnect': From the options that appear in the 'Action' dropdown, click 'Reconnect'. This will prompt Link My Books to renew the secure connection with your accounting software.
Follow any on-screen prompts from Xero or QuickBooks to authorise the connection. Once completed, your Link My Books dashboard should reflect a successful connection, and your settlements should resume syncing as normal.
If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].